Ameritas Investment Partners’s Whitestone REIT WSR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $60.9K | Hold |
3,771
| – | – | ﹤0.01% | 1976 |
|
|
2025
Q4 | $52.4K | Hold |
3,771
| – | – | ﹤0.01% | 2086 |
|
|
2025
Q3 | $46.3K | Sell |
3,771
-1,064
| -22% | -$13.4K | ﹤0.01% | 2190 |
|
|
2025
Q2 | $60.3K | Hold |
4,835
| – | – | ﹤0.01% | 2069 |
|
|
2025
Q1 | $70.4K | Hold |
4,835
| – | – | ﹤0.01% | 1914 |
|
|
2024
Q4 | $68.5K | Hold |
4,835
| – | – | ﹤0.01% | 2001 |
|
|
2024
Q3 | $65.4K | Hold |
4,835
| – | – | ﹤0.01% | 2037 |
|
|
2024
Q2 | $64.4K | Hold |
4,835
| – | – | ﹤0.01% | 1999 |
|
|
2024
Q1 | $60.7K | Hold |
4,835
| – | – | ﹤0.01% | 2037 |
|
|
2023
Q4 | $59.4K | Hold |
4,835
| – | – | ﹤0.01% | 2064 |
|
|
2023
Q3 | $46.6K | Buy |
4,835
+1,604
| +50% | +$16K | ﹤0.01% | 2147 |
|
|
2023
Q2 | $31.3K | Hold |
3,231
| – | – | ﹤0.01% | 2309 |
|
|
2023
Q1 | $29.7K | Hold |
3,231
| – | – | ﹤0.01% | 2278 |
|
|
2022
Q4 | $33K | Hold |
3,231
| – | – | ﹤0.01% | 2304 |
|
|
2022
Q3 | $27K | Hold |
3,231
| – | – | ﹤0.01% | 2372 |
|
|
2022
Q2 | $34K | Hold |
3,231
| – | – | ﹤0.01% | 2248 |
|
|
2022
Q1 | $43K | Hold |
3,231
| – | – | ﹤0.01% | 2147 |
|
|
2021
Q4 | $33K | Hold |
3,231
| – | – | ﹤0.01% | 2392 |
|
|
2021
Q3 | $32K | Hold |
3,231
| – | – | ﹤0.01% | 2442 |
|
|
2021
Q2 | $27K | Hold |
3,231
| – | – | ﹤0.01% | 2574 |
|
|
2021
Q1 | $31K | Hold |
3,231
| – | – | ﹤0.01% | 2365 |
|
|
2020
Q4 | $26K | Hold |
3,231
| – | – | ﹤0.01% | 2342 |
|
|
2020
Q3 | $19K | Hold |
3,231
| – | – | ﹤0.01% | 2412 |
|
|
2020
Q2 | $23K | Hold |
3,231
| – | – | ﹤0.01% | 2300 |
|
|
2020
Q1 | $20K | Hold |
3,231
| – | – | ﹤0.01% | 2193 |
|
|
2019
Q4 | $44K | Hold |
3,231
| – | – | ﹤0.01% | 2006 |
|
|
2019
Q3 | $44K | Hold |
3,231
| – | – | ﹤0.01% | 1964 |
|
|
2019
Q2 | $41K | Hold |
3,231
| – | – | ﹤0.01% | 2027 |
|
|
2019
Q1 | $39K | Hold |
3,231
| – | – | ﹤0.01% | 2031 |
|
|
2018
Q4 | $40K | Hold |
3,231
| – | – | ﹤0.01% | 1946 |
|
|
2018
Q3 | $45K | Hold |
3,231
| – | – | ﹤0.01% | 2049 |
|
|
2018
Q2 | $40K | Hold |
3,231
| – | – | ﹤0.01% | 2132 |
|
|
2018
Q1 | $34K | Hold |
3,231
| – | – | ﹤0.01% | 2143 |
|
|
2017
Q4 | $47K | Hold |
3,231
| – | – | ﹤0.01% | 1963 |
|
|
2017
Q3 | $40K | Hold |
3,231
| – | – | ﹤0.01% | 2029 |
|
|
2017
Q2 | $40K | Buy |
3,231
+1,402
| +77% | +$17.5K | ﹤0.01% | 2059 |
|
|
2017
Q1 | $25K | Buy |
+1,829
| New | +$25.2K | ﹤0.01% | 2290 |
|
Other funds holding WSR
VPM
VCM
ICM
GKIM
NAM
CCM
Ameritas Investment Partners's WSR Position: Q1 2026 in Review
Ameritas Investment Partners held its Whitestone REIT (WSR) position steady in Q1 2026 at 3,771 shares worth $60.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1976.
Ameritas Investment Partners first reported a position in WSR in Q1 2017 and has held it in 37 quarters since. The position peaked at $70.4K in Q1 2025. 220 funds tracked by Wall St. Rank hold WSR as of Q1 2026.
- Ameritas Investment Partners held 3,771 shares of Whitestone REIT worth $60.9K as of Q1 2026.
- Ameritas Investment Partners left its Whitestone REIT share count unchanged in Q1 2026.
- Whitestone REIT made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q1 2026, its #1976 holding.
- Ameritas Investment Partners first reported a position in Whitestone REIT in Q1 2017 and has held it in 37 quarters since.
- Ameritas Investment Partners's Whitestone REIT position peaked at $70.4K in Q1 2025.
- 220 funds tracked by Wall St. Rank held Whitestone REIT as of Q1 2026.
Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.